401(k) · DOL Form 5500 · 2022

Albert F. Fitzgerald, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
47
Participants Small participant base
44th
Percentile by assets National rank
$78,667
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Albert F. Fitzgerald, Inc. 401(k) Plan · Sponsored by Albert F. Fitzgerald, Inc. · Massachusetts · Wholesale Trade

$4M in assets, 47 participants

Albert F. Fitzgerald, Inc.'s Albert F. Fitzgerald, Inc. 401(k) Plan reported $4M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 44th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,170 in Wholesale Trade (6,843 peers)

Albert F. Fitzgerald, Inc. multi-year trail

Albert F. Fitzgerald, Inc.'s plans moved +47.0% in assets from 2022 to 2024; this filing shows Albert F. Fitzgerald, Inc. 401(k) Plan at $4M / 47 participants.

#2,170
in Wholesale Trade (6,843 peers)
-21.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Albert F. Fitzgerald, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Albert F. Fitzgerald, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,697,367 44th percentile higher than 44% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Albert F. Fitzgerald, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Albert F. Fitzgerald, Inc. 401(k) Plan is a small filing (47 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 042373147 · Albert F. Fitzgerald, Inc. PY 2022 · 401(k)

Albert F. Fitzgerald, Inc. 401(k) Plan · $4M · 47 · 44th

  • PART $4M
  • PART 47
  • PART 44th
  • PART 401(k)
  • PART near Hunter Business School 401(k) Profit Sharing Plan & Trust
  • PART ind #2170

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Massachusetts →

Albert F. Fitzgerald, Inc. 401(k) Plan in the asset neighbourhood

Albert F. Fitzgerald, Inc. 401(k) PlanAlbert F. Fitzgerald, Inc. 4…$4MHunter Business School 401(k) Profit Sharing Plan & TrustHunter Business School 401(k…$4MNoma, PC Dba Sports, Orthopedics & Spine Profit Sharing PlanNoma, PC Dba Sports, Orthope…$4MBernardus Lodge & Spa 401(k) Retirement PlanBernardus Lodge & Spa 401(k)…$4MCaptain George's Seafood Restaurant 401(k) PlanCaptain George's Seafood Res…$4M
End-of-year total assets ($M) among Albert F. Fitzgerald, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Albert F. Fitzgerald, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Albert F. Fitzgerald, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 47.02676255832867% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.7M $5.44M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 47 $4M
2023 1 59 $5M
2024 2 135 $5M

Albert F. Fitzgerald, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN042373147
Plan Effective Date1995-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Albert F. Fitzgerald, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Albert F. Fitzgerald, Inc. 401(k) Plan, Total assets ($B): 0.003697367 · Participants: 47Albert F. Fitzgerald, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Albert F. Fitzgerald, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Albert F. Fitzgerald, Inc. 401(k) Plan side-by-side with 3 peers →

Albert F. Fitzgerald, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hunter Business School 401(k) Profit Sharing Plan & Trust in NY ($4M); by covered participants it is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Albert F. Fitzgerald, Inc. 401(k) Plan assets move in 2022? ▼
Albert F. Fitzgerald, Inc. 401(k) Plan declined sharply - down 21.5% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Albert F. Fitzgerald, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Albert F. Fitzgerald, Inc.'s sponsor-wide assets grew 47.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Albert F. Fitzgerald, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hunter Business School 401(k) Profit Sharing Plan & Trust in NY ($4M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Albert F. Fitzgerald, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042373147.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.